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WELCOME TO
MARKEY WEALTH MANAGEMENT

MARKEY WEALTH MANAGEMENT was founded in 2009 with a mission to Build, Manage, and Preserve your assets. With a personal, long term focus we seek to serve as an alternative to the monolithic “big business” Wall Street firms that are so transaction oriented. We view our clients as individuals, not commodities, with an overwhelming need for an independent, professional, and fiduciary approach to wealth management.

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We’re here for you!

"A goal without a plan is just a wish"


- Antoine de Saint-Exupery

Helpful Content

Curated articles, videos, and more for a financially savvier you.

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Retirement

Retirement

Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Investment

Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals.

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Insurance

Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events.

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Lifestyle

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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<p>Stay Safe with a B.O.P. At Your Back</p>

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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<p>Catch-Up Contributions</p>

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
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<p>The Business Cycle</p>

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.
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<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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